DARE CAPITAL MANAGEMENT, LLC
Firm details
- Headquarters
- NAGS HEAD, North Carolina
- CRD number
- 113382
- Website
- www.darecapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals65.02%
- HNWI34.98%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Dare Capital Management, LLC is a small, independent registered adviser that focuses on portfolio management for individuals and small businesses. The firm charges clients on a percentage-of-assets basis and shows a clear preference for publicly traded equities and exchange-traded instruments as its primary allocation vehicle. It does not identify as an active ESG investor and is not classified as a multi-state adviser, indicating a geographically limited client footprint and a traditional, return- and risk-focused investment approach rather than thematic or impact-driven mandates. The firm's structure and client base — owner-operated and focused on individual and family relationships — point toward a high-touch, discretionary model where the adviser manages accounts directly on behalf of clients rather than acting as a capital allocator to third-party managers. Advisory activity centers on discretionary portfolio management rather than pension consulting or large institutional mandates.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities96%
- Cash & Cash Equivalents4%
Contacts
1 of 1WILLIAM WOODARD
Owner, PresidentCRD 4407584
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
NAGS HEAD, NC
DARE
Location
NAGS HEAD, NC
Headquartered in NAGS HEAD, NC, anchoring the Virginia Beach-Norfolk, VA-NC metro in the South.
- Metro area
- Virginia Beach-Norfolk, VA-NC
- Region
- South
- County
- DARE
- Address
- 2405 S Croatan Hwy
- Time zone
- ET (UTC-5)
- Office locations
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